Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Sykes And Ray Equities India Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | September 1, 2025 |
| Fund Age | 9 Months |
| Asset Under Management (AUM) | ₹1.84 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed / Variable Fees | Custom fee tiers apply based on onboarding (NA) |
| Exit Load | Subject to capital commitment terms (NA) |
Note on Minimum Investment: While administrative documentation records an initial entry metric of "50000," standard regulatory frameworks established by SEBI mandate a minimum check size of ₹50 Lakhs for all registered Portfolio Management Services (PMS) strategies in India.
Fund Purpose
The primary investment objective of the SRE Ploutos Fund is to generate superior, long-term capital appreciation and absolute returns for clients by constructing a dynamic portfolio of listed Indian equities. Named after the ancient Greek deity of wealth, the strategy focuses on tracking structural corporate earnings expansions and capitalizing on mispriced opportunities across different business cycles. By utilizing active management and matching portfolio positions with the multi-cap framework of the BSE 500 TRI, the strategy seeks to mitigate localized volatility while actively pursuing compounding milestones.
Fund Philosophy
Capitalizing on Corporate Structural Transitions
The strategy focuses on backing businesses positioned at critical operational turning points. By identifying enterprises benefiting from manufacturing expansions, infrastructure push, and rising consumer spending, the portfolio captures multi-year secular tailwinds that outlast basic market volatility.
Agnostic Multi-Cap Allocation Framework
Market cycles rotate leadership between large, mid, and small-cap brackets. This portfolio is structured with a flexible mandate, allowing the investment team to position capital where risk-adjusted value is healthiest rather than getting restricted by rigid size limits.
Focus on Intrinsic Margins of Safety
Chasing short-term, speculative momentum trends is avoided to prevent structural capital erosion. The underlying selection engine focuses on picking businesses whose current market prices sit at a discount to their long-term economic worth, protecting investor capital during broad macro corrections.
Meticulous Financial Balance Sheet Auditing
High-conviction stock picks require rigorous background screening. The strategy conducts extensive, in-house bottom-up research, looking closely at free cash flow generation, historical return on capital equity, debt levels, and clean corporate management practices before deploying capital.
Systematic Portfolio Risk Control Overlays
Generating healthy absolute returns requires keeping portfolio risk under strict control. The strategy applies systematic diversification across uncorrelated economic sectors, setting position exposure ceilings and liquidity thresholds to ensure smooth adjustments even during tight market phases.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
SRE PLOUTOS FUND
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Sykes And Ray Equities India Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹5.07 | 1.40 | 9.24 | 16.34 | 0.00 | NA | NA | NA | NA | 3.18 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 0.00 | NA | NA | NA | NA | 3.07 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Nitesh Chand
Nitesh Chand is the lead Fund Manager at SRE, where he is responsible for overseeing the SRE Shield portfolio. With a focus on long-term wealth creation and capital protection, he manages a dynamic investment strategy that rebalances assets between equity and debt funds based on the Price-to-Earnings (P/E) ratio of the index. Under his management, the SRE Shield aims to maximize market opportunities while minimizing downside risk. His approach is rooted in the firm's core philosophy of trust, honesty, and providing lasting value to help clients achieve total financial independence.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The portfolio takes its name from Ploutos, the ancient Greek personification of wealth and abundance. The strategy reflects this theme by prioritizing disciplined asset management and multi-cycle capital compounding, focusing on building long-term abundance for investors through public equities.
Launched in the latter half of 2025 (September 1, 2025), the strategy is finishing its early post-inception operational phase. The fund asset pool scales systematically as compliance teams clear initial high-net-worth client accounts, advisory fund pairings, and initial private wealth distributions.
The strategy measures its relative success against the BSE 500 Total Returns Index (TRI). This broad index tracks the top 500 equities listed on the Bombay Stock Exchange, covering more than 90% of India's listed capitalization and providing a thorough baseline for measuring true active alpha.
Commercial terms under this strategy are listed as customizable and depend on the specific client entry tier and onboarding block. Typically, the fee framework includes a competitive annual asset management charge alongside performance-linked variables that align manager rewards with net wealth creation.
The strategy controls sudden downward movements by practicing disciplined diversification across uncorrelated sectors and maintaining strict single-stock exposure caps. Additionally, the fund manager actively tracks market valuations, retaining the tactical flexibility to raise cash blocks when systemic risks look high.
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